UAS

United Asset Strategies Portfolio holdings

AUM $1.25B
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.7M
3
+$2.37M
4
AIG icon
American International
AIG
+$2.05M
5
NUE icon
Nucor
NUE
+$1.32M

Top Sells

1
+$4.93M
2
+$4.25M
3
+$3.38M
4
PANW icon
Palo Alto Networks
PANW
+$1.74M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.59M

Sector Composition

1 Industrials 8.38%
2 Technology 7.95%
3 Financials 7.62%
4 Healthcare 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 4.01%
147,638
-17,358
2
$12.9M 3.81%
234,885
+3,504
3
$11.2M 3.32%
453,296
+38,477
4
$9.04M 2.68%
163,858
-7,768
5
$8.45M 2.51%
181,860
-1,000
6
$8.16M 2.42%
90,994
+2,767
7
$8.15M 2.42%
102,805
+1,690
8
$7.79M 2.31%
216,444
-117,984
9
$7.71M 2.29%
95,477
+4,752
10
$7.3M 2.17%
3,904
-49
11
$7.25M 2.15%
106,365
-1,036
12
$7.12M 2.11%
56,880
-780
13
$6.52M 1.93%
118,684
+375
14
$6.16M 1.83%
47,565
-5,264
15
$6.07M 1.8%
57,081
+5,684
16
$5.85M 1.73%
105,528
+4,653
17
$5.83M 1.73%
58,201
+191
18
$5.74M 1.7%
28,966
-375
19
$5.7M 1.69%
48,282
+10,340
20
$5.48M 1.63%
68,131
+644
21
$5.25M 1.56%
+95,062
22
$5.22M 1.55%
94,931
-2,299
23
$5.15M 1.53%
42,429
-626
24
$4.89M 1.45%
176,360
-30,605
25
$4.7M 1.39%
+89,448
1
2 3 4 5